Case Study: JGP achieves over 300% increase in portfolios with Finastra’s Fusion Invest

JGP increases its number of portfolios by over 300% with Fusion Invest

JGP, an independent Brazilian asset manager with about USD 3.5 billion AUM and over 110 employees, faced a challenge unifying disparate domestic and international investment operations so it could scale fund launches and operate efficiently. After evaluating vendors, JGP selected Finastra’s Fusion Invest to address Brazil-specific instrument peculiarities and bring all portfolios onto a single, flexible platform.

Finastra implemented Fusion Invest—including P&L calculation, Cash Management Reconciliation and Risk (VaR) modules—and JGP later upgraded to the latest version to add performance attribution and post‑trade compliance tools. The result: more than a 300% increase in portfolios (from 30 to over 100) with only a marginal rise in back‑office and risk headcount, improved VaR accuracy and higher productivity, enabling JGP to scale AUM more effectively with Finastra’s solution.

JGP

Roberto Vaimberg

Chief Compliance Officer